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Printing Forms in Quicken Home & Business

Updated: 6/05/2012 | Article ID: GEN82516

Information

  • Print a form to paper or PDF
    1. Display the form (estimate, invoice, or credit) you want to print.
      You can print an invoice from the dialog where you created it, or use the Print Invoices dialog to print a batch of forms.
    2. Click Print.
    3. Select any options that you want to use; for example, you can specify the font or the orientation of the document.
    4. Click OK to print.
    5. If you are printing to a PDF, enter a name for the PDF when Quicken requests this information, navigate to where you want to save the PDF, and click Save.
  • Print a form to use with Quicken's double-window envelopes
    1. Choose File menu > Printer Setup > For Printing Invoices.
    2. In the Printer list, select the printer you want to use.
      • Select Quicken PDF Printer to print to a PDF.
      • Select another printer to print to paper.
    3. To change the margins (top, bottom, left, right), enter different margin sizes.
    4. Click Company Font if you need to adjust the font in the company address section of the layout so the appropriate information shows through when you fold the form and place it in an Intuit double-window envelope. (Optional)
    5. Click OK to print.

      To ensure that your company address and the customer addresses show correctly in Intuit's double-window envelopes, fold the form on the line that runs along the top of the Due Date and P.O. Number fields.

      To order envelopes from Intuit, choose Tools menu > Quicken Services, and then under Just For Quicken, select Order Checks & Supplies.

    6. If you are printing to a PDF, enter a name for the PDF when Quicken requests this information, navigate to where you want to save the PDF, and click Save.
  • Print a batch of invoices
    1. If you are printing to paper, make sure your printer is online and contains paper.
    2. Choose Business menu > Business Lists > Print Invoices/Invoices List.
    3. If you have more than one account, in the Select account list, select the account from which you want to print invoices.
    4. Click the invoices you want to print (check marks appear). (Optional)
      If you don't want to print an invoice that's marked with a check mark, click in the Print column next to the invoice to clear the check mark.
    5. Click Print, and then select List or Selected Invoices.
    6. In the Printer list, select the printer you want to use:
      • Select Quicken PDF Printer to print to a PDF.
      • Select another printer to print to paper.
    7. Click OK to start printing.
    8. If you are printing to a PDF, enter a name for the PDF when Quicken requests this information, navigate to where you want to save the PDF, and click Save.
  • Print a form on pre-printed letterhead
    1. Choose File menu > Printer Setup > For Printing Invoices.
    2. In the Printer list, select the printer you want to use.
      • Select Quicken PDF Printer to print to a PDF.
      • Select another printer to print to paper.
    3. Change the top margin to allow enough space for the information on your letterhead to print without overlapping any information on the form.
      You may have to adjust the top margin a few times before you're satisfied with the way the form prints on your letterhead. To avoid wasting letterhead stock while you're testing the different margin settings, try printing on plain paper and then superimpose the plain sheet over a sheet of your letterhead to see how it looks.
    4. Click OK.
  • Reprint invoices I've already printed

    If you print an invoice to paper, by default it no longer appears in the Print Invoice dialog. You can display it again so you can reprint it.

    1. Choose Business menu > Business Lists > Print Invoices/Invoices List.
    2. If you have more than one account, in the Select account list, select the account from which you want to print invoices.
    3. Click Options, and then select Show All Invoices.
    4. To reprint the invoice, select it and print as usual.

Notes

You can print envelopes and labels for your forms from the Address Book.

 
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